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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,483,448 | $162,136+814.9% | $152,301+874.0% | $154,746+858.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.18% | 91.02%-75.8pp | 80.50%-65.3pp | 172.34%-157.2pp |
| Employer contribution / active EE | $29,000 | $4,890+493.0% | $4,624+527.1% | $4,379+562.2% |
| Participant deferral / active EE | $20,140 | $8,341+141.5% | $8,004+151.6% | $6,730+199.2% |
| Admin fee / account holder | $214 | $15,759-98.6% | $14,398-98.5% | $14,365-98.5% |